Focus on what counts

Focused Programs

TRU Snacks Webinar Series


Click the photo below to access our COVID-19 Response Unit 



Click the photo below to access our COVID-19 Transition Playbook

view all archive

Snack-sized insights, once a week

Our TRU Snacks webinar series provides the middle market with brief, strategic, and tactical business improvement information from Citrin Cooperman’s Transition Response Unit (TRU) live every Thursday at noon. Webinar attendees will be entered into a raffle to receive a complimentary Snack Pack gift basket after each session.


FEATURED WEBINAR

 
HOW TO AUTOMATE FINANCE USING ACCOUNTING BOTS
Robotic Process Automation (RPA) is being adopted by middle-market companies at an increasing rate due to quick, low-cost implementations and the ability to integrate seamlessly with existing applications. In this TRU Snacks webinar, Citrin Cooperman will be joined by Plena Data to show you how your finance team can work smarter, not harder, with the help of accounting robots. Join us to see the bots in action and learn a practical approach for integrating automation into your finance and accounting team.

This session will cover the following:

  • RPA 101
  • Strategizing RPA with your finance team
  • Best practices for implementation

Featuring:

Carlos Catalan
Director


UPCOMING TRU SNACKS TOPICS

STATE AND LOCAL TAX CONSIDERATIONS FOR REMOTE WORKFORCE
March 11, 2021 | 12:00 PM ET/9:00 AM PT
Featuring: Eugene Ruvere, Partner

ROADMAP TO REOPENING: YOUR POST-COVID WORKPLACE QUESTIONS ANSWERED
March 18, 2021 | 12:00 PM ET/9:00 AM PT
Featuring: David Lewis of Operations, Inc.


WEBINAR REPLAYS

THE FUNDAMENTALS OF WEALTH PRESERVATION (aired February 25, 2021)

PREPARING YOUR BUSINESS FOR SALE (aired February 18, 2021)

HOW TO MAKE BETTER SYSTEMS DECISIONS TO DRIVE ANALYTICS (aired February 11, 2021)

DETERMINING THE RIGHT PATH FORWARD WHEN RESTRUCTURING A FINANCIALLY DISTRESSED COMPANY (aired February 4, 2021)

PAYCHECK PROTECTION PROGRAM (PPP) UPDATE: ROUND 2 (aired January 28, 2021)

BENEFITS OF A BUY-SIDE QUALITY OF EARNINGS REPORT (aired January 21, 2021)

ACCOUNTING AND FORECAST PLANNING FOR 2021 (aired January 14, 2021)

ELECTION AND POLICY UPDATES: HOW TO PLAN FOR 2021 (aired January 7, 2021)

NAVIGATING CYBERSECURITY RISK IN THE AGE OF COVID-19 (aired December 17, 2020)

PERFORMANCE MANAGEMENT SECRETS TO IMPROVE BUSINESS OPERATIONS (aired December 10, 2020)

EFFECTIVE TECHNOLOGY FOR MANAGING A REMOTE WORKFORCE (Aired November 19, 2020)

BUILDING A LEADING CLASS CASH BUDGETING & FORECASTING APPROACH (Aired November 12, 2020)